Vanguard Personalized Indexing Management’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HCP Stock Details HCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,570	Closed	-$222K	–	1885
2024 Q3	$222K	Buy	6,570 +407	+7%	+$13.7K	﹤0.01%	1482
2024 Q2	$208K	Buy	+6,163	New	+$192K	﹤0.01%	1432
2023 Q2	–	Sell	-7,538	Closed	-$221K	–	1543
2023 Q1	$221K	Buy	+7,538	New	+$225K	0.01%	1280

Other funds holding HCP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Personalized Indexing Management's HCP Position: Q4 2024 in Review

Vanguard Personalized Indexing Management sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q4 2024, closing a stake of 6,570 shares — an estimated $222K sold.

Vanguard Personalized Indexing Management first reported a position in HCP in Q1 2023 and held it in 3 quarters. The position peaked at $222K in Q3 2024. 293 funds tracked by Wall St. Rank hold HCP as of Q4 2024.

Vanguard Personalized Indexing Management reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 6,570 HashiCorp, Inc. Class A Common Stock shares in Q4 2024, an estimated $222K.
Vanguard Personalized Indexing Management first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2023 and held it in 3 quarters.
Vanguard Personalized Indexing Management's HashiCorp, Inc. Class A Common Stock position peaked at $222K in Q3 2024.
293 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q4 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.